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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,251 | $113,941-19.0% | $94,229-2.1% | $125,389-26.4% |
| Participation rate | 73.3% | 82.9%-9.6pp | 78.8%-5.4pp | 83.2%-9.9pp |
| Annual return | -1.33% | 5.29%-6.6pp | 10.68%-12.0pp | 282.24%-283.6pp |
| Employer contribution / active EE | $1,002 | $4,727-78.8% | $3,587-72.1% | $4,866-79.4% |
| Participant deferral / active EE | $3,989 | $5,179-23.0% | $4,320-7.7% | $5,352-25.5% |
| Admin fee / account holder | $522 | $8,392-93.8% | $6,269-91.7% | $9,541-94.5% |